Description: Long before Russian tanks rolled towards Ukraine, the oil and gas industry had culminated into an undersupplied market Source: FinancialPost.com Date: Mar 29, 2022 Link: https://financialpost.com/commodities/energy/oil-gas/eric-nuttall-the-world-has-plunged-into-a-deep-enduring-energy-crisis-that-may-threaten-the-economy-for-years-to-come Questions for discussion: What does Eric Nuttall say is the situation in the oil and gas industry and Canada’s position, specifically? How should investors respond to this analysis,… Read more »
Posts Categorized: Company Analysis
BlackRock’s Larry Fink, who oversees $10 trillion, says Russia-Ukraine war is ending globalization
Description: Larry Fink, the CEO and chairman of the world’s biggest asset manager BlackRock, said Russia’s invasion of Ukraine has upended the world order that had been in place since the end of the Cold War. Source: CNBC.com Date: Mar 24, 2022 Link: https://www.cnbc.com/2022/03/24/blackrocks-larry-fink-who-oversees-10-trillion-says-russia-ukraine-war-is-ending-globalization.html Questions for discussion: Do you agree with the Larry Fink’s assessment… Read more »
Investing legend Bill Miller says there are many good values in the market even after relief rally
Description: It’s a good time to get the perspective of the recent market rally from legendary investor Bill Miller, who beat the S&P 500 SPX, for 15 years in a row and has seen a cycle or two. “No one knows how long the war in Ukraine will last nor what its outcome will be,” writes Miller in… Read more »
Evergrande Investors Left Baffled by $2.1 Billion in Seized Cash
Description: Investors in China Evergrande Group are still in the dark over just how $2.1 billion of deposits at its property-services unit came to be used as security for pledge guarantees and seized by banks. Source: Bloomberg.com Date: Mar 23, 2022 Link: https://www.bloomberg.com/news/articles/2022-03-23/evergrande-investors-left-baffled-by-2-1-billion-in-seized-cash Questions for discussion: What are the concerns raised in this report? What should investors… Read more »
The TSX is a destination that’s preferential: BlackRock senior strategist
Description: We continue to watch the TSX rally and outperform its global peers. However, our featured guest believes that geopolitical tensions could play a factor in slowdown to global growth. Joining us is Kurt Reiman, Senior Strategist for North America at BlackRock. Source: BNNBloomberg.ca – video report Date: Mar 23, 2022 Link: https://www.bnnbloomberg.ca/investing/video/the-tsx-is-a-destination-that-s-preferential-blackrock-senior-strategist%7E2407964 Questions for… Read more »
Toronto, the Quietly Booming Tech Town
Description: For all the excitement around places like Austin and Miami, the biggest tech expansion has been in Canada’s largest city. Source: NYTimes.com Date: Mar 21, 2022 Link: https://www.nytimes.com/2022/03/21/technology/toronto-tech-boom.html Questions for discussion: Explain what is happening in Toronto and how the city is managing to draw IT developers. What does this report suggest to other… Read more »
Adidas announces new network that will allow more than 50,000 student-athletes to be paid ambassadors
Description: Adidas announced Wednesday a new “name, image and likeness” network that will be open to student-athletes at NCAA Division 1 Adidas-sponsored schools.The new program will allow more than 50,000 students across 23 sports at 109 schools the ability to become paid spokespeople for the brand. Source: CNBC.com Date: Mar 23, 2022 Link: https://www.cnbc.com/2022/03/23/adidas-announces-new-network-that-will-allow-more-than-50000-student-athletes-to-be-paid-ambassadors-.html Questions for… Read more »
The 8 worst-performing S&P 500 stocks with the highest ratings are expected to rebound by more than 50% over the next year
Description: Investors don’t need to be told that stocks have been volatile. There’s a market of extremes as Russia’s war in Ukraine continues and investors wait to see what the Federal Open Market Committee does with interest-rate policy March 16. Below is a list of eight stocks in the S&P 500 SPX, that have dropped at least… Read more »
Panic Selling Grips Chinese Stocks in Biggest Plunge Since 2008
Description: (Bloomberg) — Chinese stocks listed in Hong Kong had their worst day since the global financial crisis, as concerns over Beijing’s close relationship with Russia and renewed regulatory risks sparked panic selling. Source: Yahoo.Finance.com/Bloomberg.com Date: Mar 14, 2022 Link: https://finance.yahoo.com/news/china-tech-rout-deepens-amid-020459021.html Questions for discussion: What are the reasons for the panic? How should investors deal… Read more »
Intel commits $36 billion to making chips in Europe
Description: Intel announced Tuesday that it plans to invest over 33 billion euros ($36 billion) into boosting chipmaking across the European Union as the bloc looks to become more self-reliant when it comes to semiconductors. Source: CNBC.com – video report Date: Mar 15, 2022 Link: https://www.cnbc.com/2022/03/15/intel-commits-36-billion-to-making-chips-in-europe.html Questions for discussion: What is the significance of this announcement?… Read more »
